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Beacon Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,034
Closed -$202K – 333
2023
Q4 		$202K Buy
+8,034
New +$184K 0.02% 303

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Beacon Financial Group's SCHM Position: Q1 2024 in Review

Beacon Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 8,034 shares — an estimated $202K sold.

Beacon Financial Group first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Beacon Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Group sold 8,034 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $202K.
  • Beacon Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Financial Group's Schwab US Mid-Cap ETF position peaked at $202K in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Beacon Financial Group's 13F filing for Q1 2024, filed 7 May 2024.